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SPDR DoubleLine Total Return Tactical ETF
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Overview Fund Activity

358 hedge funds and large institutions have $22.6B invested in SPDR DoubleLine Total Return Tactical ETF in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+21
Holders Change %
+6.23%
% of All Funds
4.77%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
62
Increased
143
Reduced
115
Closed
36
Calls
$181K
Puts
–
Net Calls
+$181K
Net Calls Change
+$181K

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$19.8B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$246M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$107M
4
WWA
WCG Wealth Advisors
Nevada
$28.8M
5
LPL Financial
LPL Financial
California
$114M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
$256M
2
Osaic Holdings
Osaic Holdings
Arizona
$66.4M
3
MFS
McNamara Financial Services
Massachusetts
$18M
4
UBS Group
UBS Group
Switzerland
$57.1M
5
WIA
World Investment Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWPA
326
Richard W. Paul & Associates
Michigan
$41.4K – – –
NMG
327
New Millennium Group
Utah
$38.6K +$38.6K +979 New
AP
328
Atwood & Palmer
Missouri
$36.3K – – –
OC
329
Oarsman Capital
Wisconsin
$35.5K – – –
IRC
330
Investors Research Corp
Georgia
$32.4K – – –
WTA
331
Washington Trust Advisors
Massachusetts
$31.3K – – –
LFG
332
Larson Financial Group
Missouri
$30.6K -$473 -12 -2%
TIM
333
Tortoise Investment Management
New York
$28.8K – – –
CP
334
Castleview Partners
Texas
$20.4K -$39 -1 -0.2%
FIA
335
FPC Investment Advisory
California
$19.8K +$19.8K +498 New
ACM
336
Anfield Capital Management
California
$15.9K – – –
SAM
337
Synergy Asset Management
Washington
$14K +$14K +339 New
KA
338
Kozak & Associates
Colorado
$12.1K +$12.1K +306 New
PSFG
339
Park Square Financial Group
Georgia
$10.4K +$10.4K +265 New
NCM
340
Northwest Capital Management
Oregon
$10.3K +$1.26K +32 +14%
FHA
341
First Horizon Advisors
Tennessee
$8.17K +$158 +4 +2%
SWA
342
SOA Wealth Advisors
New York
$7.92K – – –
MG
343
MilWealth Group
Wisconsin
$7.88K +$7.88K +200 New
NC
344
NewSquare Capital
Pennsylvania
$6.97K – – –
T
345
Transce3nd
Texas
$6.03K +$6.03K +153 New
Q1WB
346
Quest 10 Wealth Builders
Virginia
$4.88K +$4.88K +124 New
TCM
347
TD Capital Management
Tennessee
$4.85K +$79 +2 +2%
WWP
348
WR Wealth Planners
Missouri
$4.53K – – –
GJIA
349
Glass Jacobson Investment Advisors
Maryland
$3.55K – – –
RIL
350
Rothschild Investment LLC
Illinois
$3.35K – – –
12 13
14
15 16